Sensible Financial Planning Ltd.
97%
Local advisory peer
Show how Financial Planning, Insurance & Investment Services complements Sensible Financial Planning client offerings.
Hey Financial Planning!
Claim your 100 free prospects.
Get 100 fits for Financial Planning: who to reach, why they match, and postcard-ready messaging, so you can see exactly who you'd mail next.
No purchase required.
Prefer pricing instead? Get a quote
Hey, Financial Planning!
Imagine This At Scale
Build your pipeline with personalized postcards.
See More Examples
See your personal offer
financialadvise.ca
Turn Prospects Into Conversations
Personalized postcards get about 36× more responses than email.
— Team Yotru
STAMP
Scan to see your personal offer
Emails? Buried and ignored
Bots love LinkedIn. Buyers? Not so much.
Cold calls? Nobody's picking up
We gather partner-ready prospects for you
Set your ICP once. We find the accounts, mail personalized postcards, and show Financial Planning who engaged.
Example target accounts for Financial Planning, Insurance & Investment Services
Unbiased Financial Services Inc.
95%
Wealth planning firm
Explore partnering with Financial Planning, Insurance & Investment Services for insurance and tax guidance.
Rockmoor Wealth Management
93%
Investment advisory
Discuss integrating Financial Planning, Insurance & Investment Services solutions for Rockmoor Wealth clients.
Prosperity Financial Solutions
91%
Calgary financial firm
Consider collaborating with Financial Planning, Insurance & Investment Services on insurance planning services.
PR Wealth Management Inc.
89%
Wealth management firm
Partner with Financial Planning, Insurance & Investment Services to enhance retirement and tax planning.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Sensible Financial Planning Ltd. | Local advisory peer | Show how Financial Planning, Insurance & Investment Services complements Sensible Financial Planning client offerings. | 97% | |
| Unbiased Financial Services Inc. | Wealth planning firm | Explore partnering with Financial Planning, Insurance & Investment Services for insurance and tax guidance. | 95% | |
| Rockmoor Wealth Management | Investment advisory | Discuss integrating Financial Planning, Insurance & Investment Services solutions for Rockmoor Wealth clients. | 93% | |
| Prosperity Financial Solutions | Calgary financial firm | Consider collaborating with Financial Planning, Insurance & Investment Services on insurance planning services. | 91% | |
| PR Wealth Management Inc. | Wealth management firm | Partner with Financial Planning, Insurance & Investment Services to enhance retirement and tax planning. | 89% |
Get 100 free prospects
More fits like the ones above: who to reach, why they match, and postcard-ready messaging for Financial Planning.
No purchase required.
Prefer pricing instead? Get a quote
Every recipient gets their own postcard
Each recipient in your list gets a one-of-one mail piece, not a batch with swapped names.
Personalized with Financial Planning
Your logo, colors, and messaging on every card you send.
A/B testing
Try different layouts and offers, then scale what gets scanned.
Unique QR codes
One code per recipient so you know exactly who engaged.
Hey, Sensible Financial Planning Ltd.!
Sharper strategies for private wealth and succession
Free 15-minute planning consultSee your personal offer
financialadvise.ca
Hey, Unbiased Financial Services Inc.!
Sharper strategies for private wealth and succession
Free 15-minute planning consultSee your personal offer
financialadvise.ca
Hey, Rockmoor Wealth Management!
Sharper strategies for private wealth and succession
Free 15-minute planning consultSee your personal offer
financialadvise.ca
See who's interested before you call.
Scans turn into meetings.
When the right accounts get a personal postcard and your team follows up on scans, pipeline grows without more inbox spam.
Overview
Pipeline this month
$15,029
Jun 27Jul 4Jul 11Jul 18Today
Personalized postcards
Full-service outbound mail. Everything you need, handled end to end.
- Target research
- Upload your creative
- Variable printing
- Canada Post mailing
- QR tracking
Real campaigns, real scans
Dishcus and Maperr broke through crowded inboxes with personalized postcards and unique QR codes per account. Real campaigns, real pipeline.
Personalized 6″ × 9″ postcards
How Dishcus booked demos with multi-location restaurant groups
- 23
- Qualified demos booked
- 26%
- Unique QR scan rate
- 500
- Postcards mailed
6″ × 11″ personalized postcards
How Maperr reached local businesses with review-driven websites in the mail
- 800
- Local businesses mailed
- 27%
- Unique QR scan rate
- 96
- Free site signups
“Our prospects were ignoring the same LinkedIn sequence as everyone else. A personalized card with their firm name on it got three meetings booked in the first month.”
Mitchel O'Brien
Managing partner
Credibility in the mail.
Financial Planning’s meetings on the calendar.
Zaki Usman
Co-Founder
What happens next
- Ballpark pricing for Financial Planning's first wave
- A shortlist of accounts or segments worth reaching
- Clear next steps. No deck, no obligation.
Questions?
Straight answers for Financial Planning
Standard campaigns start around $0.94 per postcard, including print and postage. Exact pricing depends on list size, format, and personalization. Request a quote and we'll shape a first wave with no obligation.
Most campaigns go from kickoff to mail in 2-3 weeks. Rush production is available for larger programs.
No. Upload a CRM export or we can help build a qualified account list from your ICP. We'll align on targeting and messaging when you request a quote or claim a free list.
Yes. Financial Planning signs off on copy, design, and the offer before we print. The mockup on this page is a first concept — we refine it together before production.
Most first waves start at a few hundred postcards, enough to test an account segment with real scan data. We'll recommend a sensible starting size for Financial Planning with your quote.